KIE vs. MBOX ETF Comparison

Comparison of SPDR S&P Insurance ETF (KIE) to Freedom Day Dividend ETF (MBOX)
KIE

SPDR S&P Insurance ETF

KIE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$51.03

Average Daily Volume

945,712

Number of Holdings *

49

* may have additional holdings in another (foreign) market
MBOX

Freedom Day Dividend ETF

MBOX Description The investment seeks dividend growth. The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing in equity securities that the Sub-Adviser (Freedom Day Solutions, LLC) believes have the potential to provide rising dividend income streams to the fund over time. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$31.73

Average Daily Volume

5,152

Number of Holdings *

49

* may have additional holdings in another (foreign) market
Performance
Period KIE MBOX
30 Days -0.31% -0.25%
60 Days 2.03% 2.68%
90 Days 7.56% 7.07%
12 Months 28.51% 31.24%
3 Overlapping Holdings
Symbol Grade Weight in KIE Weight in MBOX Overlap
CINF D 2.17% 1.96% 1.96%
FNF B 2.16% 2.02% 2.02%
PGR A 2.31% 2.17% 2.17%
KIE Overweight 46 Positions Relative to MBOX
Symbol Grade Weight
OSCR B 2.57%
ACGL A 2.37%
ALL B 2.37%
ORI A 2.27%
RGA A 2.27%
AFL A 2.23%
UNM B 2.23%
LNC C 2.22%
AIG A 2.21%
L A 2.21%
KMPR B 2.2%
AEL A 2.19%
PRU B 2.19%
AXS A 2.19%
MET C 2.19%
CB C 2.18%
EG C 2.18%
AFG D 2.17%
HIG C 2.17%
PFG C 2.16%
MKL A 2.14%
RLI A 2.12%
SIGI F 2.12%
AIZ D 2.12%
MMC C 2.11%
TRV D 2.11%
BRO C 2.1%
RYAN D 2.09%
FAF D 2.07%
RNR D 2.05%
AJG C 2.05%
WTW D 2.02%
WRB D 2.0%
CNO B 1.99%
ERIE C 1.99%
AON D 1.94%
THG A 1.91%
PRI D 1.89%
BHF B 1.85%
AGO D 1.82%
GNW B 1.57%
KNSL F 1.56%
GL F 1.39%
WTM B 1.3%
ESGR C 1.3%
PLMR A 0.87%
KIE Underweight 46 Positions Relative to MBOX
Symbol Grade Weight
LLY C -3.47%
EOG B -2.63%
DKS B -2.38%
CARR A -2.27%
GRMN A -2.23%
TSCO B -2.23%
OC A -2.22%
JPM B -2.21%
MLI A -2.2%
WSM B -2.19%
AVGO D -2.17%
WSO B -2.13%
PEP B -2.1%
HSY B -2.06%
KLAC B -2.06%
CI C -2.04%
RSG B -2.03%
LOW D -2.03%
EPD B -2.02%
AGM C -2.02%
MDLZ B -2.02%
ET A -2.0%
BPOP A -2.0%
ASML D -1.99%
MSFT D -1.99%
MPC D -1.97%
KR B -1.93%
JEF B -1.92%
ACN D -1.9%
UNH C -1.87%
NSA D -1.84%
NXST C -1.83%
AMGN B -1.82%
INGR A -1.81%
MATX B -1.81%
MCHP B -1.8%
MS A -1.77%
CF F -1.75%
BLK D -1.75%
TGT D -1.73%
ABBV D -1.72%
CTSH D -1.6%
LYB C -1.6%
CQP C -1.51%
HPQ D -1.44%
CVS F -1.28%
Compare ETFs